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Van Hulzen Asset Management’s BlackRock Municipal 2030 Target Term Trust BTT Stock Holding History

Van Hulzen Asset Management’s Portfolio BTT Stock Details BTT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-8,500
Closed -$175K – 408
2024
Q4 		$175K Buy
+8,500
New +$180K 0.01% 329

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RCM
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AC
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Allspring Global Investments
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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Van Hulzen Asset Management's BTT Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of BlackRock Municipal 2030 Target Term Trust (BTT) in Q1 2025, closing a stake of 8,500 shares — an estimated $175K sold.

Van Hulzen Asset Management first reported a position in BTT in Q4 2024 and held it in 1 quarter. The position peaked at $175K in Q4 2024. 130 funds tracked by Wall St. Rank hold BTT as of Q1 2025.

  • Van Hulzen Asset Management reported no remaining BlackRock Municipal 2030 Target Term Trust position as of Q1 2025 after selling out during the quarter.
  • Van Hulzen Asset Management sold 8,500 BlackRock Municipal 2030 Target Term Trust shares in Q1 2025, an estimated $175K.
  • Van Hulzen Asset Management first reported a position in BlackRock Municipal 2030 Target Term Trust in Q4 2024 and held it in 1 quarter.
  • Van Hulzen Asset Management's BlackRock Municipal 2030 Target Term Trust position peaked at $175K in Q4 2024.
  • 130 funds tracked by Wall St. Rank held BlackRock Municipal 2030 Target Term Trust as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.